UHNW Planning

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clients.  The team has two mandates:

• Client Strategy – Consult on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies
• Product Development – Build and enhance a platform of proprietary investment tools leveraged by financial advisor teams

UHNW Planning frequently addresses asset allocation and estate planning strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies and structured products.

Role:  

The Product Development team of UHNW Planning is seeking a Chief Product Owner of our proprietary UHNW and institutional investing tools.  This is a unique opportunity to bridge technology and software development with home office advice, where you will collaborate directly with financial advisors, internal business units and technology to manage, improve and scale our enterprise offering.

The Chief Product Owner will manage a team of product owners and direct all workflow and implementation decisions across the suite of products.  This involves collaborating on solutions with other product areas, coordinating frameworks of the team’s product owners, socializing possible solutions with stakeholders and field users, communicating requirements and acceptance criteria with Technology, and testing that all implementation is carried out correctly. 

Skills Required:

• 5+ years of relevant work experience – preferably project or product management
• Strong communication skills and an ability to operate cross-functionally, managing multiple projects with varying timelines
• General understanding of global financial markets, asset allocation, and portfolio construction
• Very strong attention to detail
• Experience with JIRA is a strong plus
• Series 7 and 66 licensed required or completion upon hire
   

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).